Elizabeth Schieldt Hagen

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-10-15
OR	RA	APPROVED	2023-11-06

WI RA
APPROVED

Since 2025-10-15
OR RA
APPROVED

Since 2023-11-06

Branch Locations

Stoughton, WI • United States

360 Sw Bond Street Suite 410, Bend, OR 97702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Bend	OR	01/2023	Present
Unemployed	Bend	OR	08/2022	08/2022
Land O'LAkes Inc	Bend	OR	06/2022	07/2022
Blimling & Associates	Bend	OR	05/2018	05/2022
Lululemon Athletica	Madison	WI	05/2018	12/2019
Perkins Oil	Madison	WI	03/2018	05/2018
Unemployed	Mcfarland	WI	01/2018	02/2018
Student	Madison	WI	09/2013	12/2017
The Westhoff-Henderson Group	Bend	OR	09/2022	11/2024
Raymond James Financial Services Advisors, Inc	Bend	OR	10/2023	Present

01/2023 → Present

Raymond James Financial Services, Inc.

Bend, OR
08/2022 → 08/2022

Unemployed

Bend, OR
06/2022 → 07/2022

Land O'LAkes Inc

Bend, OR
05/2018 → 05/2022

Blimling & Associates

Bend, OR
05/2018 → 12/2019

Lululemon Athletica

Madison, WI
03/2018 → 05/2018

Perkins Oil

Madison, WI
01/2018 → 02/2018

Unemployed

Mcfarland, WI
09/2013 → 12/2017

Student

Madison, WI
09/2022 → 11/2024

The Westhoff-Henderson Group

Bend, OR
10/2023 → Present

Raymond James Financial Services Advisors, Inc

Bend, OR

Other Businesses

(1) Name of Business: Alrohumo Address: 360 SW Bond St Ste 410, Bend, OR, 97702-3556, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Planning lead and help with client onboarding, trading, and client communications. (2) Name of Business: The Westhoff Group Address: 1793 Lunde Cir, Stoughton, WI, 53589, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Representative, services and GPM help.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-21

S66 Uniform Combined State Law Examination

2023-09-21

Other Names

Elizabeth Mary Schieldt
Lizzi Hagen
Elizabeth Schieldt

View on SEC IAPD